Core Viewpoint - Both Luvi Optoelectronics and Lite Optoelectronics reported revenue and net profit growth for the first half of the year, indicating a positive trend in the display and semiconductor materials industry [1]. Luvi Optoelectronics - Luvi Optoelectronics achieved operating revenue of 544 million yuan, a year-on-year increase of 37.48%, and a net profit of 106 million yuan, up 29.13% year-on-year [2]. - The revenue from quartz masks was 499 million yuan, accounting for 91.80% of total revenue, while soda masks contributed 41.3 million yuan, or 7.59% [3]. - Domestic revenue was 543 million yuan, making up 99.87% of total revenue, with overseas revenue at 726,900 yuan, or 0.13% [3]. - The company has begun using major equipment for its first-phase project, with plans to start trial production of 40nm semiconductor masks in the second half of 2025 [3]. - A new high-precision mask production base in Xiamen is set to be established by July 2025, with five production lines planned for AMOLED masks [3]. Lite Optoelectronics - Lite Optoelectronics reported operating revenue of 292 million yuan, an 18.84% increase year-on-year, and a net profit of 126 million yuan, up 36.74% year-on-year [4][5]. - The revenue from OLED organic materials was 276 million yuan, representing a 31.63% increase and accounting for 94.48% of total revenue [6]. - Domestic revenue was 279 million yuan, making up 95.63% of total revenue, with major clients including BOE [6]. - The company is progressing on its OLED terminal materials R&D and industrialization project, with a cumulative investment of 331 million yuan, reaching 58.78% completion [6].
路维光电、莱特光电公布上半年业绩